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SSB MANAGED WEALTH, LLC
CRD 305976
196 NORTH BROAD STREET, CANFIELD, OH, 44406, United States
Phone
(330) 533-1131
Fax
(330) 533-2050
Registration
— (—)
Source
State registered
Total AUM
$37.8M
Discretionary AUM
$37.8M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-10-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $2.7M |
| High net worth individuals | 8 | $34.0M |
All web addresses on file
Official SEC filing: View on IAPD